Robert Butler is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has previously worked in financial services and legal protection roles, as well as operational positions in the shipping and marine repair sectors. Outside of Cetera, he is also a financial advisor at Commonwealth Financial Group. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, overseeing more than $256 billion in assets through a network of over 10,000 advisors.

Leonard Hutchison IV is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Stacy Cannon is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has worked at LPL Financial since 2007, with prior experience at Uvest Financial Services Group and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive resources and a large network of investment adviser representatives.

David Rodenberg is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Colten Brewer is an Investment Consultant who collaborates with clients to develop personalized retirement and investment strategies aimed at supporting their long-term financial objectives. His approach involves assessing clients' current financial situations and future aspirations to create tailored plans. He assists clients in crafting retirement roadmaps, evaluating investment opportunities, and making informed financial decisions. From 2024 to 2026, Colten worked as a Workplace Planning Consultant at Fidelity Investments. His experience includes helping clients with workplace financial planning and investment solutions. Outside of his professional work, Colten has personal interests that include spending time at the beach, boating, enjoying food, following football, caring for pets, and reading.

Henry Ravenel Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He is the owner and president of H L Ravenel, Inc., a support company through which he conducts business outside of Raymond James. He also owns RH Financial Services LLC, another support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical tools, with notable offerings including municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Dimitar Matouchev is a CFP® professional with 19 years of experience in the financial industry, all of which have been spent at Edward Jones since 2007. He is involved in a business entity, Morning Brew LLC, formed to invest in Cambio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors.

Kyle Schnell is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at Total Quality Logistics and Sheehan Wealth Partners. Schnell has a background that includes time at Elon University and Ridgewood High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of financial activities.

Stanton Storm is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo entities since 2004, including Wells Fargo Investments, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Miranda Bloomingburg is a financial advisor at Morgan Stanley in Charleston, SC, holding Series 63 and Series 65 licenses with 10 years of industry experience. She has worked at Morgan Stanley since 2018 and previously held roles at CUSO Financial Services, South Carolina Federal Credit Union, and Fidelity Investments. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

James Cooper is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 47 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services both directly to individuals and through corporate financial planning agreements.

Magali Garcia is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses. She has one year of industry experience, having joined LPL Enterprise in 2025. Prior to her advisory role, she worked in education, including positions at Letourneau University and Southwest High School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and consulting services.

John Diefenbach is a Senior Financial Advisor with Merrill Lynch Wealth Management. He collaborates with clients to develop personalized financial strategies aimed at pursuing their long-term goals. His approach focuses on understanding each client’s full financial picture and creating flexible strategies that adapt to changing market conditions. John provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America to support his clients' wealth management needs. John holds a Bachelor’s Degree from the University of Virginia and an MBA from Lake Forest Graduate School of Management. He carries the Professional designation of Personal Investment Advisor (PIA). In addition to his advisory role, John participates in community service, dedicating time to volunteer with local organizations in line with Merrill’s tradition of community involvement.

Todd Welch is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Jacob Dalton is a financial advisor with LPL Enterprise holding Series 65 and Series 63 credentials and five years of industry experience. He has worked at several firms, including Prudential Insurance Company of America and MassMutual South Carolina. In addition to his advisory role, Dalton serves as a Drill Sergeant in the U.S. Army Reserve and owns a tax preparation and accounting business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Jarrod Elvis is a financial advisor with Edward Jones in Mount Pleasant, SC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large nationwide network of advisors and branch offices as well as its affiliated services beyond advisory offerings.

Paul Zaio is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and possessing 34 years of industry experience. He has been with LPL Financial since 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Bradford Rawlings is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in wealth management planning, including trust planning, estate planning services, and legacy planning. Brad works directly with individual and small business clients to align their wealth management plans with their long-term financial goals. Brad began his career in the financial services industry in 1997 and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor of Science degree in Accounting and Business Administration from the College of Charleston and completed executive education studies in Investment Strategies and Portfolio Pension Management at the Wharton Business School Aresty Institute, University of Pennsylvania. Brad resides in Summerville with his wife, Dalyn, and their four daughters. His personal interests include golf, fishing, boating, adventure sports, camping, reading, and traveling. He is involved in the community through the Dorchester County Water Authority (DCWA).

John Felix is a Series 66-licensed financial professional with six years of industry experience. He is currently affiliated with Cetera and Commonwealth Financial Group. Outside of his advisory role, he serves as a captain for Hooked on Tail Charters, providing boat tours in Charleston, SC. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party money managers.

Brett Mc Clain is a financial advisor with Edward Jones in Mt Pleasant, SC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and advisory services through a large nationwide network of advisors and branch offices.